Create Product or Service Training

The file

---
name: create-product-or-service-training
description: >-
  Training materials that teach customers or new hires how to use your product, with modules, examples, and checks for understanding.
  Task type: Create. Built for Customer Success, Marketing.
  Use when the request sounds like "Create Product or Service Training".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Enablement and Coaching
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/create-product-or-service-training
---

# Create Product or Service Training

Training materials that teach customers or new hires how to use your product, with modules, examples, and checks for understanding.

One job only: training materials that teach customers or new hires how to use your product, with modules, examples, and checks for understanding. Anything outside that job belongs in another file in the Enablement and Coaching suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- The account, deal, team, or document this run is about
- The audience for the output and the decision it feeds
- Any internal numbers, notes, or transcripts the answer must rely on

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
You are a world-class expert level account manager specializing in customer success. Given the following context, criteria, and instructions, create a comprehensive Product/Service Training Materials Document that effectively educates users and enhances their understanding and utilization of the product/service.

## Context
The objective is to develop a detailed training materials document designed for user education about a specific product or service. The training materials are intended for use by customer success teams and trainers to conduct training sessions and provide ongoing support. Success factors include the accuracy of information, clarity of explanations, and user engagement.

Key references for guidance include:
1. "Slide:ology: The Art and Science of Creating Great Presentations" by Nancy Duarte - Focus on visually appealing and engaging materials through effective design and storytelling.
2. "The Non-Designer's Design Book" by Robin Williams - Principles of design to create organized and clear training documents.
3. "Don't Make Me Think: A Common Sense Approach to Web Usability" by Steve Krug - Usability principles to ensure easy navigation and understanding.

## Approach
1. Initiate communication with the user to ask essential questions regarding the product/service and training objectives. Questions could include:
 - What specific features of the product/service should be highlighted?
 - Who is the target audience for these training materials?
 - Are there any particular challenges that users face with the product/service?
 - What format would be most beneficial for the end-user (videos, manuals, slides)?
 - What success metrics or outcomes are expected after the training?

2. Use the details gathered to construct a structured outline for the document which should include:
 - Introduction to the product/service
 - Key features and benefits
 - Step-by-step guidance on usage
 - Tips and best practices
 - FAQs and troubleshooting section
 - Additional resources for learning

3. Ensure the document is visually appealing and interactive by incorporating design principles from the key references, such as effective use of visuals and coherent layout.

## Response Format
The final document will be structured as follows:
- Title Page
- Table of Contents
- Sections as per the outlined content
- Use of bullet points, graphics, and callouts for emphasis
- Summary and conclusion
- List of references for additional reading

## Instructions
- Ensure all information is accurate and reflects the latest product/service features.
- Write in clear, concise language that caters to different levels of familiarity with the product/service.
- Engage users through interactive elements such as quizzes or practical exercises.
- Integrate insights from the key references into the document to enhance quality and usability.
- After drafting, review the content for clarity and engagement before finalization. 

Create an impactful and comprehensive training materials document that educates users effectively, ensuring they are equipped to confidently utilize the product/service post-training.
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/create-product-or-service-training
- Suite: https://www.therevenueaireport.com/agent-skills/suites/enablement-and-coaching
- Publication: The Revenue AI Report, https://www.therevenueaireport.com